Search power & renewables commodity reports
Understand how transformative technologies shape power markets and evaluate potential opportunities with our detailed data and analysis.
Browse by:
Commodity
Industry Sector
Featured reports
Discover the insight you need to make better strategic decisions.
-
Insight
Effect of U.S. Steel and Aluminum Tariffs on Renewables
Last week, President Trump codified "Section 232" tariffs on imported raw and semi-finished steel and aluminum.
$1,050.00
Summary
Last week, President Trump codified "Section 232" tariffs on imported raw and semi-finished steel and aluminum. As steel and aluminum are found in critical wind, solar and energy storage components, cost increases will likely trickle into the renewables value chain. That said, the exclusion on finished goods and notable geographic exemptions for Mexico and Canada may blunt the overall project cost impact. In this note, GTM Research and MAKE analyze potential effect of new U.S. steel and aluminum tariffs on domestic component manufacturers and renewable plant LCOEs.
What's included
-
Commodity market report
Global gas markets long-term outlook H2 2017 - Executive Summary - A Stronger Recovery Ahead
An overview of our H2 2017 global gas outlook and prices; delivered as a PowerPoint presentation and a table with our spot price forecast.
$10,800.00
Summary
An overview of our H2 2017 global gas outlook and prices; delivered as a PowerPoint presentation and a table with our spot price forecast With Asian LNG prices currently trading in excess of US$10/mmbtu, a three year high, some are questioning whether the much talked-about global LNG oversupply will ever materialize. We do not subscribe to that view. Despite positive signs of demand growth, particularly LNG in China, we still expect a wave of LNG coming to Europe, and with pipe suppliers determined to maintain market share, things are likely to get worse before they get better. But our new outlook features a less pronounced oversupply than previously anticipated. Higher Asian gas demand, lower supply in Australia and slippages in LNG project start ups means that the global gas/LNG market will be able to absorb the oversupply sooner.
What's included
-
Insight
Will energy storage replace peaker plants? Economics and opportunity in the US
Energy storage's greatest near-term promise is perhaps its ability to act as a peaking resource on the grid.
$1,050.00
Summary
Perhaps the greatest near-term promise for energy storage is its ability to shave system peaks, which are typically infrequent and short in duration, but currently are served by costly peaking generators. Much of what has driven recent contracts signed for storage or renewables-plus-storage projects have been driven by the need to have batteries discharge onto the grid during peaking hours. In this study, we set out to address whether batteries will be sufficient to meet the grid’s future needs.
What's included
-
Commodity market report
Winter loosens its grip: North America power and renewables short term outlook January 2018
After the first two weeks of 2018 offered a stronger start for demand, it has proved more normal since as temperatures improved.
$1,350.00
Summary
After the first two weeks of 2018 offered a stronger start for demand, it has proved more normal since then as temperatures improved the last several weeks in January. Gains in power demand the last part of January and into February have been more muted versus same time last year. Still, with any year on year demand losses limited mostly to the WECC, eastern markets have seen stronger year on year power demand growth overall. In ERCOT, it appears that the market is beginning to see increasing pricing behavior since the recent round of coal plant retirements began to be implemented, as prices spiked on a number of occasions last month. Elsewhere, prices began to ease corresponding to the lessening of winter conditions.
What's included